Constellation Investments, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Constellation Investments, Inc. reported 19 stock positions worth $2.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 33.2% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 19.0%) and Vanguard S&P 500 ETF (VOO, 13.9%). Compared with Q1 2025, it sold out of 1, added to 1 and reduced 5. The biggest buy was Vanguard Int-Term Corporate (VCIT, shares +94%) and the biggest sale an exit from Vanguard Intermediate-Term T (VGIT).
- Most Recent 13F
- Q2 2026
- Location
- MONTGOMERY, OH
- CIK
- 0001573575
- Portfolio Value
- $2.2B (Q2 2025)
- SEC Filing
- 0001573575-25-000009 ↗ filed Jul 23, 2025
Holdings Value
Holdings 19 stocks · $2.2B
| IVV iShares Core S&P 500 ETF | 33.16% | 1,155,019 | $717.2M | Reduce -1.7% |
| AGG iShares Core U.S. Aggregate | 19.03% | 4,148,929 | $411.6M | No change |
| VOO Vanguard S&P 500 ETF | 13.90% | 529,000 | $300.5M | No change |
| IJH iShares Core S&P Midcap ETF | 6.14% | 2,140,000 | $132.7M | Reduce -23.1% |
| QQQ Invesco QQQ Trust Series 1 | 4.97% | 195,000 | $107.6M | No change |
| VCIT Vanguard Int-Term Corporate | 4.66% | 1,215,000 | $100.7M | Add +94.4% |
| IEFA iShares Core MSCI Eafe ETF | 3.01% | 779,498 | $65.1M | No change |
| VTI VG Morningstar TS MKT ETF-US | 2.97% | 211,000 | $64.1M | No change |
| MBB iShares MBS ETF | 2.38% | 548,000 | $51.5M | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 1.72% | 712,000 | $37.3M | No change |
| ITOT iShares Core S&P Total U.S. | 1.69% | 270,500 | $36.5M | No change |
| IWB iShares Russell 1000 ETF | 1.59% | 101,441 | $34.4M | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.26% | 249,317 | $27.3M | No change |
| IEMG iShares Core MSCI Emerging | 1.01% | 365,482 | $21.9M | No change |
| IJR iShares Core S&P Small-Cap E | 1.01% | 200,000 | $21.9M | Reduce -1.0% |
| EFA iShares MSCI Eafe ETF | 0.78% | 188,431 | $16.8M | No change |
| ICSH iShares Ultra Short Duration | 0.28% | 120,000 | $6.1M | Reduce -85.8% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.26% | 107,870 | $5.6M | Reduce -28.6% |
| VOOV Vanguard S&P 500 Value ETF | 0.17% | 19,000 | $3.6M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −2.44 |
| ICSH iShares Ultra Short Duration | Reduce -85.8% | 0.28% | −1.76 |
| IJH iShares Core S&P Midcap ETF | Reduce -23.1% | 6.14% | −1.57 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Reduce -28.6% | 0.26% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.0% | 1.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 33.16% | +1.81 |
Portfolio Buys Q1 2025 → Q2 2025
| VCIT Vanguard Int-Term Corporate | Add +94.4% | 4.66% | +2.23 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 19 | $3.2B | IVV, VOO, AGG, VTI, ITOT |
| Q1 2026 | 19 | $3.0B | IVV, AGG, VOO, VTI, ITOT |
| Q4 2025 | 19 | $3.2B | IVV, AGG, VOO, VTI, VCIT |
| Q3 2025 | 19 | $2.1B | IVV, AGG, VOO, QQQ, IJH |
| Q2 2025 | 19 | $2.2B | IVV, AGG, VOO, IJH, QQQ |
| Q1 2025 | 20 | $2.1B | IVV, AGG, VOO, IJH, QQQ |
| Q4 2024 | 17 | $2.2B | IVV, AGG, VOO, IWB, IEFA |